Difference between revisions of "Vendors payables list"

Revision as of 14:53, 6 January 2017

Vendors payables list page: http://cloud.protemos.com/payable/index

On this page, you can:

- View all the payables to your vendors and search them with filters

- Create vendor invoices for the selected payables

- Open payables or go to vendor profiles and projects related with them

Search payables with filters

By default, you can see all the payables in your database, 200 per page.

If you want to hide or display some jobs from the list, you may apply filters.

You can hide or display filter fields by pressing the File:G Button.png button in the upper right corner:

File:VPL Search payables with filters G.png

So you can enter the data into the appropriate fields and press “Apply” button, see example:

File:VPL Search payables with filters R.png

As you can see, the filter header turns red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the File:R Button.png button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing File:R Button.png again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the “Clear” button. The header color will turn to gray, which means that no filter is currently applied.

Description of the fields in the payable filters

Payable code — displays only the payables with the specified symbols in the code.

Vendor — displays only the payables for the selected vendor.

Project manager — displays only the payables for the projects added by a specific manager.

No invoice — displays only the payables with no invoice.

Job statuses — displays only the payables for the jobs with the specified statuses (Draft, Started, Canceled In work, Declined, Completed, Rejected, Accepted).

Job deadline date — displays only the payables for the jobs with the deadlines within the specified deadline range.

Invoice creation

1. Filter all the payables you would like to invoice.

2. To create vendor invoices, press one of the following buttons under the table:

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Invoice selected on this page — the system will create the invoices for the payables you marked in the list.

Invoice all by filter — if you press this button, the system will create invoices for all filtered payables, even if there are thousands of them.

If there are many records to invoice, probably you’ll have time to make a cup of coffee.

3. The system will create invoices and send them all in email to vendors for a check.

4. After all the invoices are created, the system will bring you to vendors invoices list.

Note! Vendors can create the invoices themselves from their interface. So you may need to instruct them to do or not to do it. 

Note! For vendors without payment methods, the invoices cannot be created. Please create the payment method in the vendor profile. 

Opening payables, related client profiles, and projects

You can click items in the tables to open corresponding pages:

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Code opens Finance tab of the related project.

Invoice opens corresponding Vendor invoice view page.

Vendor opens Vendor view page.

Job opens Job view page.

Tip: Protemos supports multiple windows. So you may open the link in the new window by holding "Shift" while clicking.

Export to Excel

You can export all the displayed table of vendor payables to Excel by pressing the “Export to Excel” button over the upper right corner of the table:

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Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.